Overview
Assets Under Management: $138 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 37
Average Client Assets: $2.8 million
Frequently Asked Questions
VERICREST PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311111), VERICREST PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
VERICREST PRIVATE WEALTH, LLC is headquartered in NEWTOWN, PA.
VERICREST PRIVATE WEALTH, LLC serves 37 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, VERICREST PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VERICREST PRIVATE WEALTH, LLC manages $138 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, VERICREST PRIVATE WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.01%
Average Client Assets: $2.8 million
Total Client Accounts: 401
Discretionary Accounts: 324
Non-Discretionary Accounts: 77
Regulatory Filings
CRD Number: 311111
Filing ID: 2082244
Last Filing Date: 2026-03-25 11:47:31